Private client

Providing support and guidance, giving you peace of mind

Our dedicated team of professionals offer clients a full personal tax planning and financial planning service

We take into account who you are, what you do, your plans, your career, your family and any businesses that you may own or be involved in, not to mention the legacy that you will leave behind.

Our team helps to make decisions easier for individuals who are looking to gain the most from their money. We do this by bringing together expertise in tax, financial planning, trusts and estates and inheritance tax planning.

BHP’s experts can advise on a multitude of tax planning ideas, working on your objectives to reach the best solution for you. Our bespoke high quality tax advice will help to reduce tax and protect wealth.

The financial planning process analyses where you are now, what you may need in the future and what you should do to reach your objectives. Your financial planner can help you to establish and understand your personal and financial objectives by building a thorough knowledge of your situation.

Our tax specialists offer a personal service to help you solve tax issues using trust and estate planning. We offer a holistic advisory service dedicated to protecting and maximising personal and family wealth. We can also establish family trusts to look after future generations, spousal trusts for protection from care home fees and trusts to assist with the mitigation of inheritance tax. In addition, we can also deal with any probate problems which may arise.

Our inheritance tax planning team aim to assist you in protecting family wealth through the generations, whilst remaining in tune with your personal philosophies and objectives.

High-net worth and high-earning individuals often employ a panel of professional advisers. We offer a comprehensive service – giving you access to all of the relevant experts that you need under one roof. The departments that comprise our Private Client team work closely together to ensure excellent communication and delivery – giving you piece of mind that all of your financial needs will be met by our highly responsive team.

Click here to find out how we can help you with inheritance planning including a short video.

Have you thought about what your retirement might look like? Watch our short video below and if you have any questions, speak to a member of our private client team on 0333 123 7171.